latimerwealthmanagement.com

Latimer Wealth Management |

Please contact our office for a complementary financial planning meeting to discuss your goals and any concerns you have about your financial future. To help you and your family achieve your financial objectives, by defining and establishing a well balanced strategy within the context of your personal goals and comfort level. Most importantly, we promise to build a relationship based on trust and integrity. All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA.

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Latimer Wealth Management | | latimerwealthmanagement.com Reviews

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Please contact our office for a complementary financial planning meeting to discuss your goals and any concerns you have about your financial future. To help you and your family achieve your financial objectives, by defining and establishing a well balanced strategy within the context of your personal goals and comfort level. Most importantly, we promise to build a relationship based on trust and integrity. All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA.

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8 pershing llc

9 the investment center

10 client resources

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Latimer Wealth Management | | latimerwealthmanagement.com Reviews

https://latimerwealthmanagement.com

Please contact our office for a complementary financial planning meeting to discuss your goals and any concerns you have about your financial future. To help you and your family achieve your financial objectives, by defining and establishing a well balanced strategy within the context of your personal goals and comfort level. Most importantly, we promise to build a relationship based on trust and integrity. All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA.

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latimerwealthmanagement.com

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Latimer Wealth Management | Our Wealth Management Process

http://latimerwealthmanagement.com/our-wealth-management-process

Our Wealth Management Process. Our approach to assisting you in the identification of your financial objectives is based on a solid foundation of five disciplined steps and procedures:. TO START…WE BEGIN BY LISTENING. DEVELOPING YOUR CUSTOMIZED PLAN. We will thoroughly analyze the information you have provided. We consider your investment preferences, income and liquidity needs and the tax situation and circumstances of your entire family. From here, we prepare an investment plan. As often as needed, we ...

2

Latimer Wealth Management | Financial Advisor Background and Qualifications

http://latimerwealthmanagement.com/keith-latimer

Financial Advisor Background and Qualifications. In addition to his wealth management responsibilities, Keith is a popular speaker at conferences and organizational meetings that span financial, technical, entertainment and healthcare fields. Keith holds a business degree from Longwood College in Farmville, Virginia and holds multiple securities licenses. He also holds a license in life and health insurance. His work has been featured in Black Enterprise Magazine. 161 S Main Street. Milltown, NJ 08850.

3

Latimer Wealth Management | Client Resources

http://latimerwealthmanagement.com/client-resources

Keith Latimer is a registered representative of The Investment Center, Inc. All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA. Advisory Services Provided Through IC Advisory Services, Inc. – An SEC Registered Investment Advisor. Latimer Wealth Management is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc. 161 S Main Street. Milltown, NJ 08850. Wordpress Theme by Kriesi.at.

4

Latimer Wealth Management | Service Details

http://latimerwealthmanagement.com/service-details

For clients who qualify, we offer fee-based advisory services. Through our firm, you can take advantage of a variety of value-added money management programs in which an annual fee replaces traditional commission charges. Through these programs, we can assist you in developing a portfolio that balances your needs for growth and/or current income and will review your portfolio’s performance quarterly, semiannually and/or annually. Ensuring Managers Perform to Plan. Ongoing Monitoring and Rebalancing.

5

Latimer Wealth Management | Disclosure Information

http://latimerwealthmanagement.com/disclosure-information

Keith Latimer is registered to sell securities in the following states: AZ (Arizona), FL (Florida), MD (Maryland), NC (North Carolina), NJ (New Jersey), NY (New York), SC (South Carolina), VA (Virginia). Keith Latimer is registered with IC Advisory Services in the following states: MD (Maryland), NC (North Carolina), NJ (New Jersey), NY (New York), VA (Virginia). Keith Latimer is licensed to sell insurance products in the following states: NJ (New Jersey), NC (North Carolina), FL (Florida).

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latimerwealthmanagement.com

Latimer Wealth Management |

Please contact our office for a complementary financial planning meeting to discuss your goals and any concerns you have about your financial future. To help you and your family achieve your financial objectives, by defining and establishing a well balanced strategy within the context of your personal goals and comfort level. Most importantly, we promise to build a relationship based on trust and integrity. All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA.

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